Payments from Service Work Order
In the Service Work Order Management page, you can pay for the invoices you have created for the services to be rendered by your employee to the customer.
Learn how to pay for an invoice and send a copy of the invoice to your customers.
You can only pay and send an invoice if the status is already in "PENDING PAYMENT"
You have two (2) actions that you can do when a work order is “PENDING PAYMENT”:
| Send Invoice | it allows you to send a copy of the invoice to the customer via an email. |
| Pay Via Card | it allows you to pay the invoice via credit or debit card. |
Send Invoice
- Verify your account by providing your password.
Once the email is sent successfully, a confirmation message will be shown.
Pay Via Card for Work Order
- Open the work order that has the “PENDING PAYMENT” status.
- Verify your account before proceeding to the credit card input page.
The Work Order details such as Work Order ID, Invoice Number, Invoice Date, the Total Amount to be paid and the Address of the customer are displayed in the form.
The address that is displayed in the form is the default address of the customer, you can add a new address while in this form.
The merchant can choose what type of address they want to add. (a) Home, (b) Office, (c) Shipping, (d) Billing.
If you have not added a credit card details for your customer, the form will display “This customer has no cards saved”, otherwise, the saved credit cards will be shown in a list.
- If the customer does not have saved cards yet, click the “Click here to Pay Via Card”
- If the customer has saved cards in the profile, select the preferred card from the list.
| Card number | Refers to a long set of digits displayed across the front or back of your credit/debit card. |
| Card Expiration | Refers to a specific month and year when a physical credit card expires. |
| Card CVV | Refers to ("Card Verification Value") on your credit card or debit card is a 3 digit number on VISA®, MasterCard® and Discover® branded credit and debit cards. |
| Terms and Conditions | You have to agree with the Terms and Conditions set by Heartland for Service Professionals. |
NOTE: You have to verify your card, wait for the “Card Verified” message to appear and tick the terms and conditions to proceed in processing your payment.
Once payment is successful, a confirmation message will be shown.
The paid work order should have the "COMPLETED" status once successfully paid. The corresponding invoice of the work order should have the "PAID" status when you check in the INVOICE module.